The beauty and benefit of taking the long view is not just about building wealth. It’s about upgrading your experiences.

Transcript:

Hey everyone, Matt Hall here. You’re going to see more of me like this, not just in writing, but on video. We think it’s a warmer way to stay connected. You can see us, you can hear us, and not just read about us.

It works. The data is and was overwhelming. But here’s the thing, people don’t connect to research alone. Those of us in the industry, we love the logic, the data, and the evidence, but most clients aren’t asking for more charts. You want to know, how does this connect to my life? What will this do for me?

And there, that’s where the difference comes in. We spend our time measuring and managing, running the evidence, monitoring the portfolios, staying disciplined and helping you stay disciplined. And what that does for you, for clients is it frees you up to live.

And here is what I’ve noticed. The payoff rarely shows up in mansions or flash. It shows up in upgrades.

The upgraded hotel room where the view changes the trip, the better seat on the plane that makes travel easier. The bike trip where someone else is helping you with just the right amount of support or the family vacation where you, you don’t just go, you upgrade it by bringing kids and grandkids along. Those moments aren’t about showing off wealth. They’re about upgrading experiences, creating memories, and being more present with the people you love.

One client summed it up perfectly when he told me. Now, Matt, the only thing I think about is which pool toys to get out for the grandkids. I think that’s the beauty of taking the long view. It’s not just about building wealth, it’s about upgrading your experiences, turning patience and discipline into more time, more freedom, and more memories with the people who matter most to you.

We thank you for being with us on this journey. Here’s to the next 20 years and all the upgrades that come with them.

Long before the Wall Street Journal picked it up, we were already tuned in.

A year and a half ago, we hosted a private screening of Tune Out the Noise—a thoughtful, visually arresting short film that captures the essence of what we’ve been saying for years: successful investing isn’t about reacting to the news—it’s about rising above it.

The film, directed by Academy Award-winner Errol Morris and centered on the story of Dimensional Fund Advisors’ David Booth, is now getting the national spotlight. The WSJ recently featured the film and its message, which reinforces what we’ve long believed—and shared with our clients:

Ignore the noise. Focus on what matters. Stick to the plan.

We’re proud to have brought this film to our clients and friends well before it was newsworthy. That’s part of what we do—curate ideas, tools, and insights that help you stay the course, often before the rest of the world catches on.

Read the Wall Street Journal article:

Investing Documentary by Errol Morris Tells You to Do Nothing

Congratulations to our own Matt Hall,  who is featured in Schwab’s new national ad campaign!

As mentioned in a post back in July, Matt was selected to participate in a series of ads highlighting the advantages independent advisors bring to our clients. Here is the first in a series airing over the next few weeks and months.

In the 30-second spot, Matt and the other advisors zero in on a few of the crucial promises independent advisors make when we work with our clients. Schwab is essential in our ecosystem for safeguarding our clients’ securities and is the leading custodian working with independent advisory firms.

The independent model is superior to the other options available to investors because of its fiduciary standard for clients. We work for you, and only you, and avoid the conflicts that exist with big banks and brokerage firms.

Thanks, Matt, for representing Hill and the broader advisor community genuinely looking to serve others now and in the longer view!